Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,422 | $81,301-31.8% | $76,119-27.2% | $199,960-72.3% |
| Participation rate | 99.7% | 70.1%+29.6pp | 69.1%+30.6pp | 72.0%+27.7pp |
| Annual return | 12.85% | 16.31%-3.5pp | 361.25%-348.4pp | 34.28%-21.4pp |
| Employer contribution / active EE | $3,779 | $3,352+12.7% | $2,693+40.4% | $3,036+24.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $145-99.7% | $6,421-100.0% | $269-99.8% |